See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,097 | $54,350-74.1% | $82,719-83.0% | $68,494-79.4% |
| Participation rate | 20.3% | 63.9%-43.6pp | 72.6%-52.3pp | 67.9%-47.6pp |
| Annual return | -18.79% | -13.67%-5.1pp | 701.18%-720.0pp | -7.84%-10.9pp |
| Employer contribution / active EE | $99 | $2,218-95.6% | $3,009-96.7% | $2,596-96.2% |
| Participant deferral / active EE | $990 | $3,246-69.5% | $4,395-77.5% | $4,027-75.4% |
| Admin fee / account holder | $1,672 | $4,395-62.0% | $5,329-68.6% | $5,403-69.1% |